Featured | Tim Owings

Going Beyond the Boxes

by Tim Owings | Jan 7, 2023 | Blog, Featured

What we know about a prospect or client is the heart and soul of CRM software. You may use Salesforce or another similar platform to manage client data. These platforms’ robust technologies create a process that uses what is known about a client to drive marketing,...

Staring at 2023

by Tim Owings | Dec 26, 2022 | Blog, Featured

Several years ago, I was in conversation with an older clergyman who had served the same church for over 25 years. I asked, “How have you sustained a ministry at one church for those many years?” Without hesitation, he answered: “I’ve always had some project, some new...

Holiday Struggles

by Tim Owings | Dec 12, 2022 | Blog, Featured

The holiday season is upon us. Thanksgiving is now a blurred memory. Hanukkah begins in a few days, and yes, there are less than two weeks to Christmas. With the coming of the seasons’ festivities, good words like family, cheer, love, joy, festivity, lights,...

The Gift List

by Tim Owings | Nov 26, 2022 | Blog, Featured

Thanksgiving is over and—you guessed it! —the month of months is about to begin. It normally takes a bit of coaxing, but Kathie and I eventually get “Santa’s List” from our grandchildren’s parents. Those lists look very different from what we once scribbled on...

Thanksgiving Calls

by Tim Owings | Nov 12, 2022 | Blog, Featured

Thanksgiving is ten days away. As turkey day nears, we with our clients will journey through a host of uniquely November events that include things like football, family reunions, meal preparations, and for people of faith, spiritual experiences, that usher in the...

Advice Gone South

by Tim Owings | Sep 30, 2022 | Blog, Featured

When our advice goes in the wrong direction, what do we do? How do we respond? Why even bring this up? A few weeks back, a financial professional and good friend reached out to me asking me to address this very issue, perhaps more common than we care to admit. How do...